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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,021 | $61,605+81.8% | $112,273-0.2% | $75,173+49.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.18% | 28.47%-12.3pp | 30.23%-14.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $6,383 | $2,015+216.7% | $3,431+86.0% | $2,671+139.0% |
| Participant deferral / active EE | $5,762 | $3,108+85.4% | $4,800+20.0% | $4,126+39.6% |
| Admin fee / account holder | $1,891 | $4,862-61.1% | $7,752-75.6% | $5,651-66.5% |